See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,064 | $85,202-60.0% | $172,739-80.3% | $72,985-53.3% |
| Participation rate | 82.4% | 70.1%+12.3pp | 82.6%-0.3pp | 69.5%+12.9pp |
| Annual return | 4.37% | 27.32%-23.0pp | 802.84%-798.5pp | 81.00%-76.6pp |
| Employer contribution / active EE | $4,459 | $3,324+34.1% | $5,143-13.3% | $2,440+82.8% |
| Participant deferral / active EE | $4,437 | $3,260+36.1% | $5,198-14.6% | $3,607+23.0% |
| Admin fee / account holder | $7,396 | $5,884+25.7% | $13,954-47.0% | $5,124+44.3% |